This comprehensive tool is designed to help you map out and manage your financial goals over a five-year period. Whether you’re planning for small personal one-man business, investments, or larger companys business growth, this spreadsheet offers a structured way to track your income, expenses, savings, and investments.
This spreadsheet is designed to be user-friendly and customizable, allowing you to tailor it to your specific needs. By using this tool, you can gain a clearer understanding of your financial situation, make informed decisions, and stay on top of your long-term financial business plans.
FEATURES:
Translatable using seperate translation sheet
Detailed Financial Overview;
5-year Budget Planning
Projection Analysis
More than business 30 KPI Dashboard
Automatic P&L, balance and Cash flow statements (planned and actual)
Loan payment calculator
Easy to use
Real-Time Updates
Visual Indicators
Comprehensive Instructions
WHAT’S INCLUDED?
Tab with Full Instructions and Tips in each file
Inputs and assumptions tab for your 5-year business plan
Tab for planned P&L, balance sheet and Cash flow statements
Tab for actual P&L, balance sheet and Cash flow statements
Tab for Loan payments calculator
Three Tabs for actual data inputs
Dashboard tab for monitoring more than 30KPIs
SAMPLE files with Mock Data for 5 colors and 4 currencies
Blank TEMPLATE files for 5 colors and 4 currencies
User Guide pdf file
Editable in Microsoft Excel
CUSTOM COLOR OPTION – To customize your spreadsheet color scheme, simply purchase the “CUSTOM COLOR” item from my shop and provide a color code. Your personalized spreadsheet will be prepared and delivered within 5 business days.
YOU WILL NEED:
a.Any device with access to Microsoft Excel
b.Microsoft Excel
c.Basic computer knowledge
HOW IT WORKS:
1.Purchase (Instant Download Available)
2.Download the ZIP File (Access Your Template)
3.Open the Spreadsheet AND MAKE YOUR LIFE MORE EFFECTIVE
REFUNDS AND DISCLAIMERS:
REFUNDS – This is a digital download; no physical items will be sent after purchase. Due to the nature of digital products, all sales are final and non-refundable. Please contact me with any questions before purchasing.
COPYRIGHT DISCLAIMER – All materials included in this purchase are for personal use only. No part may be distributed, sold, duplicated, reproduced, or used in any form without the author’s written consent.
LEGAL DISCLAIMER – The contents of your purchase are for informational purposes only and are not intended to be financial, legal, or accounting advice. I will not be liable for any harm, damages, losses, claims, costs, or other liabilities arising from your use of these documents.
COLOR DISCLAIMER – The actual color of the spreadsheet may vary due to differences in screen displays. Your phone, tablet, or computer may show colors differently, similar to how individual perceptions of color can vary. Please keep this in mind when purchasing the template.
PROGRAM DISCLAIMER: – All events, people, places, or entities in the SAMPLE spreadsheets are purely fictitious and not intended to represent any real events, people, places, or entities. Any similarities are unintentional and purely coincidental.
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